Action Plan & Executor Guidebook

The Discovery Process is a ten-minute questionnaire that will plan and outline your digital footprint and create an action plan for your legacy needs. Sensitive, private account information, logins, passwords, and account numbers are not part of the discovery process. Within ten minutes, your plan and executor guidebook will be customized with the account directives in your control. Directives include deleting, closing, transferring, cancelling, and memorializing accounts online.

The Executor Guidebook is a comprehensive, in-depth, step-by-step tech resource for your executor. It will save your executor money, time, and frustration as they honor your estate-planning needs and manage your online legacy.

Having an action plan for your online presence is part of today’s modern-era estate planning, and we are here to help you.

A 30 minutes of the consult is free with this bundle. Please contact us if you would like to schedule more time please let us know.

Please expect an email from us with a custom link to your questionnaire. We recommend you complete the questionnaire in one seating, it should take you about fifteen minutes to complete.

This questionnaire will prompt you for the:

-Online companies where you have accounts

-The directives you wish to assign these accounts in case of death or incapacitation

Please remember not to share any private information through our site, NO private data, usernames, logins or sensitive information is requested or asked for.